Filed July 26, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $17,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,721 | $48,835+20.2% | $170,442-65.5% | $177,276-66.9% |
| Participation rate | 95.2% | 72.1%+23.1pp | 83.6%+11.6pp | 74.8%+20.4pp |
| Annual return | 18.37% | 19.44%-1.1pp | 205.93%-187.6pp | 21.25%-2.9pp |
| Employer contribution / active EE | $2,614 | $1,798+45.4% | $5,433-51.9% | $2,479+5.5% |
| Participant deferral / active EE | $2,351 | $2,757-14.7% | $4,939-52.4% | $3,881-39.4% |
| Admin fee / account holder | $2 | $52-96.9% | $13,880-100.0% | $154-98.9% |